Assets:

  • Primary Home - $196,000.00
  • Rental Property - $137,000.00
  • Car - $19,000.00
  • Retirement - $41,432.76
  • Cash (checking, savings) - $20,683.08
  • Brokerage - $2142.64
Total Assets: $426,796.78, decrease of (-.40%)

Liabilities:

  • Primary Home Mortgage - $181,796.82
  • Rental Property Mortgage - $148,375.11
  • Student Loans - $22,500.00
  • Credit Card - $38.85
Total Liabilities: $352,710.78, decrease of (-.10)

Net Worth: $74,086, decrease of (-1.84%)

Monthly Recap:
  • June Net Worth took a nosedive due to the drop in the stock market at the end of the month.
  • Major Expenses: My Umbrella Policy and my Auto Insurance policies both renew this month. I've already saved for these expenses in my Flexible Savings Account.
  • July should be a great month for my cash position. I should be receiving my stimulus check and an extra paycheck.

4 comments

  1. consolidate debts // July 2, 2008 at 12:02 PM  

    this is first time i am reading your blog...... it looks good.

  2. Sara - pension comparison // July 5, 2008 at 11:57 AM  

    Things are not as bad as they seem, once the stock market picks up you will be back on track. Keep positive!

  3. Scott @ The Passive Dad // July 15, 2008 at 6:05 PM  

    Just curious about your home equity value. Do you utilize zillow or another service to calculate monthly changes? I live in California and hate looking at zillow. It has taken a huge nosedive over the last year and a half.

  4. SingleGuyMoney // July 15, 2008 at 8:05 PM  

    @scott: I use a combination of Zillow, Eppraisal.com and the tax assessed value to determine the value of my home.